Agent Onboarding Analyst 93062

New York Life Insurance Company is seeking a customer service professional to support their agents and management team. The Agent Onboarding Analyst will oversee the onboarding process for new agents, ensuring they are ready to sell insurance and providing a seamless experience for both agents and clients.ResponsibilitiesPerform tasks in the contracting system to advance contracts along in the processTrack background-check and fingerprint results; follow up with Partners; escalate issues as neededReview onboarding paperwork for completeness and accuracy; resolve data or documentation gapsCommunicate with Partners to provide candidate status updates and answer questionsProcess forms to ensure agents are integrated in our systems correctlyAssist with in-person responsibilities to provide the support required of the Agents and Agency Managers within the General OfficeSkillsExperience in a customer service and/or office administrationClear, professional communication (phone and email) and strong stakeholder serviceMeticulous data entry and document review; audit-ready attention to detailProficiency with Microsoft 365 (Word, Excel, Outlook, Teams); quick to learn new systemsStrong organization and time management; able to prioritize and meet SLAsDiscretion with sensitive information; compliance-first mindsetAssociate or bachelor's degreeExperience in insurance/financial services, licensing/contracting, or new agent onboardingFamiliarity with background checks/fingerprinting workflows and basic FCRA conceptsBenefitsPaid VacationHealth Care401K matchPension PlanTuition AssistanceFlexible Spending AccountsStudent Loan Repayment ProgramCompany OverviewFor over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. It was founded in 1845, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is https://www.newyorklife.com/.



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